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E191 - The Process of Developing a CAAS Group
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode of the...
Aug 6, 20241 min read


E179 - What is the Boomer CAAS Circle?
On this episode of the Boomer Briefing Podcast, Sandra Wiley talks to Jim Boomer about the Boomer CAAS Circle.
May 7, 20241 min read


Make 2024 the Year You Take Control of Your Email Inbox
For any working professional, email is both a blessing and a curse. It made asynchronous communication easy and accessible, but for most of us, email also means we spend a lot of unproductive time managing our bottomless email inboxes. In 2024, it's time to take control of your inbox. The email quagmire Email has become the default communication tool in the professional world. However, its convenience is a double-edged sword. A McKinsey study found workers spend 28% of
Feb 6, 20243 min read


E163 - Components of an Exceptional CAAS Practice
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode of the...
Jan 9, 20241 min read


The CAS Team: 5 Steps to Elevate the Client Experience
Today, being a successful firm isn't just about technical skills; it's the people responsible for leadership, relationships, and innovation. A firm's strength lies in its dedicated team of professionals committed to ensuring client satisfaction, regulatory compliance, and streamlined operations. Leadership and first-class marketing and sales are critical skills and must be integrated with technical accounting and finance skills to create the desired experience for clients and
Nov 28, 20234 min read
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